📌 What Are Tasks?
Tasks are individual action items that help you manage the work that needs to get done. They can live on their own or be linked to a specific project or contact.
Use tasks to:
Break down client deliverables
Track internal workflows
Assign responsibilities
Attach files and due dates
View everything from one place
🛠 Creating Tasks
You can create tasks in four ways:
From the Tasks Page → Click Create Task
Inside a Project → Tasks are tied to that specific project
From the Calendar → Choose a date and create a task directly
Using the + New Button → Quick entry from anywhere
Task Setup Includes:
Task Name (required): Give it a clear, actionable title
Project: Optional link to a specific project
Description: Add context or instructions
Start & Due Dates: Schedule the work
Status: To Do, In Progress, Blocked, Completed
Priority: High, Regular, or Low
Attachments: Upload supporting files
People: Assign tasks to clients or team members
👥 Task Assignment & People Tab
You can assign a task to:
Yourself
A team member
A linked contact (great for client tasks)
Just go to the People tab and search for the person you want to add.
🧾 Task Views & Organization
Switch between multiple views to manage your workflow:
Table View – Traditional list with sortable columns
Kanban Board – Drag-and-drop across status columns
Calendar View (Coming Soon) – View tasks by due date
Project View – See tasks inside each project
Each task shows status, priority, due date, and links to its project/contact.
✏️ Managing Tasks
Click on any task to edit its details
Update status as work progresses
Drag tasks across columns in Kanban view
Use filters, columns, and grouping to stay organized
Attach documents and leave internal notes or comments
📈 Best Practices
💡 Use clear task titles – like “Send Final Invoice” or “Design Moodboard”
💡 Assign due dates to stay on track
💡 Group related tasks under the same project
💡 Break big tasks into smaller, actionable steps
💡 Use comments to track updates, approvals, or decisions
💡 Attach reference files or links directly to the task